Asset Planning,Inc

Position in DNP — Dnp Select Income Fund Inc

CIK 2048547 LOS ALAMITOS, CA

Position in DNP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$219,576

+$10,198 QoQ

Shares Held

20,350

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#162

of 329 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Planning,Inc holds $279,303 across 4 Asset Management names. DNP ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNP	Dnp Select Income Fund Inc This page	20,350	$219,576
2	MAIN	Main Street Capital CORP	500	$25,940
3	MUA	Blackrock Muniassets Fund, Inc.	1,875	$20,643
4	PS	Pershing Square Inc.	400	$13,144

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,576	20,350	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$209,378	20,328	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$202,846	20,305	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$203,022	20,282	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$198,335	20,259	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$200,134	20,236	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$178,278	20,213	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.